Senior Wealth Advisor for High-Net-Worth Families
$200k - $250kSR Staffing
SR Staffing is seeking an experienced Wealth Manager to join its Bellevue team. The ideal candidate will deliver comprehensive financial guidance, manage relationships with high-net-worth clients, and support business development efforts. This position requires 5–10+ years of financial advisory experience and a CFP® designation. The firm offers a competitive salary range of $200,000 to $250,000 and a comprehensive benefits package that supports work-life balance. #J-18808-Ljbffr SR Staffing
- KeyBank is seeking a Family Wealth Strategist in Seattle to serve as the lead advisor for Ultra High Net Worth families with over $25 million in investible assets. This senior role focuses on prospecting new clients, deepening existing relationships, and managing comprehensive...SeniorHigh net worth
- A leading advisory firm in Bellevue is seeking a Wealth Advisor to manage sophisticated high-net-worth individuals. This position involves developing client relationships, enhancing client retention with tailored financial planning solutions, and providing exceptional service...SeniorHigh net worth
- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide... ...with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help...SeniorHigh net worth
- ...financial planning and investment advice to high-net-worth families and they love what they do. They have... ...multiple years in a row! They are an advisor-built firm with incredibly talented... ...currently seeking an entrepreneurial Senior Wealth Advisor to join their newly opened...SeniorHigh net worthWork at office
$88k - $150k
...Family Advisor Position Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering... ...and beyond. We serve ultra-high net worth founders, entrepreneurs, and first... ...Collaborates closely with the Senior Family Advisor and the full service...High net worthFull timeWork at officeMonday to Friday$125.4k - $181.88k
...achieve financial freedom. Empower Yourself.The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success... ...paid short- and long-term disability, and Family and Medical Leave (FMLA)Business Resource...SeniorHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeFlexible hours- Beacon Pointe is seeking experienced Senior Wealth Advisors in Seattle to provide comprehensive wealth management advice and build long-term relationships with clients. Ideal candidates have over 5 years of experience, a proven track record in client acquisition, and a...SeniorHigh net worth
$95.2k - $200k
Bank of America is seeking a Trust Advisor in Seattle, United States, to provide fiduciary administration support and manage client... ..., developing business opportunities, and collaborating with high net worth clients. The ideal candidate will have a Bachelor’s Degree, minimum...SeniorHigh net worth$130k - $300k
...lead the industry in aligning wealth, passion, and purpose to help... ...Jones as their trusted financial advisor. Develop and expand... ...retention and satisfaction is high with a relentless focus on remarkable... ...for employees and immediate family members Time & Flexibility...SeniorFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$94k - $175k
...services institution in Seattle is seeking a Senior Fiduciary Strategist responsible for client advisory services to high-net-worth clients. This role includes leading... ...documents, and collaborating with external advisors. Candidates should have over 10 years of experience...SeniorHigh net worth- An established industry player is seeking a Senior Wealth Advisor to join their Seattle office. This role offers a unique opportunity to lead with planning and work with high-net-worth clients, providing them with tailored financial advice. The firm prides itself on its...SeniorHigh net worthWork at office
$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided... ...heavily in our teammates and their families by offering competitive... ...small business owners and higher net worth clients alike. You'll be able... ...your education. As a Senior FSA, you can look forward to:...SeniorHigh net worthWork at officeImmediate startShift workDay shift- ...qualified candidates to join Beacon Pointe Advisors in our Bellevue, WA office as a Wealth Advisor. This individual will work... ...to servicing sophisticated high-net worth individuals including small business owners and their families. The ideal candidate will be responsible...High net worthWork at office
- ...Senior Tax Associate And Manager / Vice President Leading Bellevue accounting... ...expertise in accounting for high net worth individuals and families. Proactive, personal attention is how... ...communication with clients and other advisors. Members of the Kovarik & Kim team...SeniorHigh net worthFull timeWork at officeFlexible hours
- ..., Snap, Stripe, Sword, and Zepto. GC Wealth serves as an independent wealth and asset management business serving high net worth individuals, family offices, foundations and not for profit... ...Role We are seeking an experienced Senior Analyst to join our GC Wealth team. The...SeniorHigh net worth
- ...industry together. Schwab’s Wealth Advisory team embodies our... ...investing. As an Associate Wealth Advisor, you will be responsible for... ...: Experience servicing high net worth clients Bachelor’s Degree... ...~ Paid parental leave and family building benefits ~ Tuition...High net worthWork at office
$116k - $216k
...preferences. Maintains a high level of collaboration with relationship... ...breadth and depth of the Wealth Segment suite of capabilities.... ...Position may manage Portfolio Advisor Associates and/or mentor less... .... Experience managing a high net worth book of business. ~...SeniorHigh net worthWork at officeFlexible hours$98k - $130.71k
...As a Tax Senior , you work closely with our clients to gather... ...discrepancies, and provide a high level of service. You work with... ...commercial clients, and/or high-net-worth individuals and their... ...clients on ways to optimize their family wealth and business success, providing...SeniorHigh net worthTemporary workLive inWork at officeFlexible hours$70k - $90k
...Senior Associate, Tax Job Category: Professional Services Requisition Number: SENIO001487 Posted: March... ...Description Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments...SeniorHigh net worthFull timeInternshipWork at officeFlexible hours$82k - $90k
...seeking an experienced Bookkeeper/Fiduciary Accountant in Bellevue, WA. The role involves managing financial affairs for a high-net-worth family, maintaining complete financial records for multiple properties, and ensuring confidentiality. The ideal candidate has at least...High net worthWork at office$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held... ...investment strategy needs of high-net-worth individuals and family offices through... ...to elevate the client and advisor experience and create lasting...SeniorHigh net worthTemporary workWork at officeFlexible hours$116k - $216k
...needs or preferences. Maintains a high level of collaboration with... ...breadth and depth of the Wealth Segment suite of capabilities.... ...Position may manage Portfolio Advisor Associates and/or mentor less... ...success. Experience managing a high net worth book of business. Ability to...SeniorHigh net worthWork at officeFlexible hours- ...strategic and entrepreneurial Senior Director of Communications &... ...a primary resource for families in crisis and prioritized for... ...website, ensuring it serves as a high-performing resource hub with... ...constituencies including clients, high-net worth individuals, Board of...SeniorHigh net worthLocal area
- Join a dynamic and fast-growing Registered Investment Advisor as a Family Advisor, where you will play a pivotal role in helping clients achieve... ...the opportunity to engage deeply with clients, manage their wealth planning needs, and collaborate with a dedicated team. You...
$106.4k - $177.3k
...join our Life Underwriting Department as a Senior Life Underwriting Consultant for our Large Case and High-Net-Worth Foreign National Team. About the role At... ...resources available make it feel like one cohesive family. What stands out most to me is the company's...SeniorHigh net worthFull timeContract workImmediate startRemote workWork from homeFlexible hours- Boutique Recruiting is seeking an Advisor in Bellevue, WA, to drive impact in wealth management. This role involves building and managing a client portfolio of high-net-worth individuals. The ideal candidate will have over 5 years of experience, a Series 65 certification...High net worth
- ...Advisory Group, LP in Seattle is seeking an experienced tax consultant to lead compliance and consulting services for high-net-worth individuals and families. The ideal candidate will possess a CPA or JD and have over 15 years of experience in taxation. Your role will...SeniorHigh net worth
$116k - $216k
...client promise, acting as the primary client advisor, developing and implementing strategies... .... The Sr. RM is responsible for serving high net worth clients in their existing book as well... ...an in-depth knowledge of financial wealth management services and products as well...SeniorHigh net worthWork experience placementWork at officeLocal areaFlexible hoursNight shift$75k - $85k
...Senior Associate, Client Advisory Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life with clarity, confidence...SeniorHigh net worthWork at officeFlexible hours- Symetra Financial Corporation is seeking a Senior Underwriting Consultant for its Life Underwriting Department. This remote position involves assessing complex mortality risks and communicating decisions effectively, while also mentoring peers and contributing to continuous...SeniorHigh net worthRemote jobFlexible hours
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